About Us
The Hidden Wealth System, The Chuck Oliver Team is a leading provider of wealth strategy solutions for individuals and businesses. For over 16 years, The Chuck Oliver Team has excelled at providing strategic guidance and delivering solutions tailored to the unique needs of each client. The Chuck Oliver Team provides specialized expertise in the areas of liability and asset management. Headquartered on Park Avenue in Winter Park, FL, The Chuck Oliver Team Founder and CEO Chuck Oliver is a best-selling author, acclaimed business owner, community leader and nationally recognized speaker.
As part of our commitment to the communities in which we live, we are deeply involved with a select number of local and national charitable organizations. We are committed to empowering our clients to create unique and personally meaningful legacies. We offer safe, proven wealth creation and preservation solutions for our clients that are delivered using our unique process.
When it comes to selecting a financial management team, it’s important to choose a company with experience, expertise and a reputation you can count on. Our advisors are trained to guide you through every element of the process to ensure that you are confident and clear. We are always able to answer your questions, take the time to listen and assist you with your plans for your financial future.
CHUCK OLIVER
 Charles “Chuck” Oliver is an industry recognized Wealth Strategist and best-selling author who works with retirees and those who are about to be retired and their families who are uncertain about planning in and for retirement. Their concerns center on taxes, market risk, and the possibility of out-living their income.
Mr. Oliver helps his clients gain clarity, balance, focus, and confidence about their wealth creation and preservation. Chuck refutes the wisdom of the importance of paying off mortgages and putting the money into IRA’s, 403b’s, and 401K’s.
Chuck and his Team educate ...read more
RON JOSEPH
 Ron Joseph is a Personal Pension Planner with a focus in the area of equity management and equity solutions for seniors. Ron has the ability to implement his equity strategies in all 50 states. Ron’s emphasis is on holistic financial planning. His planning expertise includes: cash flow management, equity planning for wealth building strategies and asset preservation planning. Ron’s unique specialty is in assisting clients to create plans that take advantage of tax deductible interest to off-set taxes on 401(k) and IRA accounts.
Ron enjoys waterskiing and boating during the summer months ...read more
MILLIE OLIVER
 Millicent, “Millie” Oliver is a graduate of The Ohio State University with a B.S. in Fine Arts and a B.S. in Education. Millie taught English and was a guidance counselor before becoming a stay-at-home mom to rear her two children, Allison, a nurse, and Chuck, our CEO.
Millie is the practice client concierge in charge of scheduling for the clients of all the advisor specialists on the Chuck Oliver Hidden Wealth team as they go through our unique process. Millie, with her vast client experience, surveys clients for their personal financial ...read more
KIRK ROSSETTER
 Kirk Rossetter is a Case Coordinator with The Hidden Wealth System, The Chuck Oliver Team. Kirk assists Chuck in plan design, as well as handles all the administrative duties for each client from the start to each annual review. Kirk is a Licensed Life Insurance Professional, with previous experience in sales and medical billing. Originally from the Columbus, Ohio area, Kirk now resides and works in Winter Park. read more
NEILL FOSHEE
 Neill serves as The Team’s Practice Manager, coordinating both our daily office activities and our educational workshop events. He also manages all of the electronic and written communications between our office, our advisors in the field and our clients.
Neill previously served as the Director of Operations for the Reverse Mortgage Education Network, which was one of only two State of Florida approved mortgage broker continuing education schools devoted solely to training in reverse mortgages. He has worked in the mortgage industry as a loan originator, loan processor and he formerly ...read more
MELVIN A. MYER
 Melvin A. Myer, a Tampa, Florida native, has practiced in the financial arena for 40 years. Mel's career began in the Securities business in 1969 where he marketed investment securities with A.G. Edwards. Creator of The Strategic Tax Advantage™, Mel specializes in financial consulting and strategic concepts that facilitate tax-advantaged wealth creation and preservation for high net worth individuals. Mel primarily focuses on the areas of Wealth Transfer, Philanthropy, Trusts, and Estates. He has strategically structured over one billion dollars of capital transactions.
Throughout his career, Mel ...read more
THOMAS FURIO
 Thomas Furio a Wealth Strategist for The Chuck Oliver Team. Tom works closely with clients to secure their retirement goals. He specializes in planning to mitigate tax liabilities, hedge against inflation and remove market risk. Tom helps provide comprehensive retirement planning that goes far beyond routine 401(k) and IRA plans.
He has been in the financial services industry for more than 15 years and has been a top personal producer, as well as a coach and mentor to dozens of other financial professionals. Tom is a Crown Financial Ministries certified budget counselor. He ...read more
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